WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.01M
3
+$900K
4
W icon
Wayfair
W
+$693K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$642K

Top Sells

1
+$452K
2
+$209K
3
+$201K
4
QCOM icon
Qualcomm
QCOM
+$166K
5
GE icon
GE Aerospace
GE
+$146K

Sector Composition

1 Technology 12.77%
2 Industrials 10.67%
3 Healthcare 9.87%
4 Consumer Discretionary 4.98%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$219K 0.12%
1,140
+29
152
$217K 0.12%
7,527
+4,100
153
$199K 0.11%
2,604
154
$197K 0.11%
1,342
155
$193K 0.1%
1,620
-60
156
$192K 0.1%
4,170
-22
157
$186K 0.1%
3,432
+300
158
$185K 0.1%
1,832
-17
159
$183K 0.1%
1,840
+3
160
$180K 0.1%
10,442
+8,000
161
$176K 0.1%
1,500
162
$175K 0.09%
3,230
+193
163
$175K 0.09%
381
164
$174K 0.09%
8,000
165
$172K 0.09%
2,666
166
$170K 0.09%
2,892
+84
167
$169K 0.09%
1,540
+12
168
$161K 0.09%
4,051
+424
169
$160K 0.09%
3,058
+1,074
170
$160K 0.09%
2,800
171
$157K 0.08%
6,370
-2,750
172
$156K 0.08%
1,425
173
$155K 0.08%
1,544
-25
174
$153K 0.08%
2,112
-104
175
$151K 0.08%
3,000
5 6
7
8 9